From 5c6ab648d7ebb102289de47bbdfccb91f7be97f7 Mon Sep 17 00:00:00 2001 From: Nicole C. Engard Date: Thu, 12 Apr 2012 04:15:54 -0400 Subject: [PATCH] Bug 7936: Patron Help Files --- .../prog/en/modules/help/members/boraccount.tt | 2 +- .../prog/en/modules/help/members/mancredit.tt | 2 +- .../prog/en/modules/help/members/maninvoice.tt | 3 +- .../prog/en/modules/help/members/member-flags.tt | 39 +++++++++----- .../en/modules/help/members/member-password.tt | 8 ++-- .../prog/en/modules/help/members/member.tt | 34 +++++++++++- .../prog/en/modules/help/members/memberentry.tt | 25 ++++++--- .../prog/en/modules/help/members/members-home.tt | 34 +++++++++++- .../prog/en/modules/help/members/moremember.tt | 19 +++++-- .../prog/en/modules/help/members/notices.tt | 2 +- .../prog/en/modules/help/members/pay.tt | 55 +++++++++++-------- .../prog/en/modules/help/members/paycollect.tt | 55 +++++++++++-------- .../prog/en/modules/help/members/readingrec.tt | 6 ++- 13 files changed, 193 insertions(+), 91 deletions(-) diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tt index 8d26aea..15e1e74 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tt @@ -19,6 +19,6 @@

To the right of each account line there is a print link. Clicking that link will print an invoice for the line item that includes the date and description of the line item along with the total outstanding on the account.

-

See the full documentation for Patron Fines in the manual (online).

+

See the full documentation for Patron Fines in the manual (online).

[% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tt index 4238795..073d52f 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tt @@ -11,6 +11,6 @@
  • In the amount field, do not enter currency symbols, only numbers and decimals
    • -

    See the full documentation for Creating Manual Credits in the manual (online).

    +

    See the full documentation for Creating Manual Credits in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tt index 0b6378f..3054fbb 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tt @@ -3,7 +3,6 @@

    Create Manual Invoice

    For fees that are not automatically charged, librarians can create a manual invoice

    - -

    Patron Permissions Defined

    +

    Patron Permissions Defined

    -

    Granular Circulate Permissions

    +

    Granular Circulate Permissions

    If the staff member has 'circulate' permissions they have the ability to perform all of these actions. If you would like to control circulation permissions on a more granular level choose from these options:

    -

    Granular Holds Permissions

    +

    Granular Holds Permissions

    If the staff member has 'reserveforothers' permissions they have the ability to perform all of these actions. If you would like to control holds permissions on a more granular level choose from these options:

    @@ -143,12 +149,12 @@
  • place_holds
    • -

    Granular Cataloging Permissions

    +

    Granular Cataloging Permissions

    If the staff member has 'editcatalogue' permissions they have the ability to perform all of these actions. If you would like to control cataloging permissions on a more granular level choose from these options:

    @@ -170,14 +176,14 @@ -

    Granular Acquisitions Permissions

    +

    Granular Acquisitions Permissions

    If the staff member has 'acquisition' permissions they have the ability to perform all of these actions. If you would like to control acquisitions permissions on a more granular level choose from these options:

    -

    Granular Serials Permissions

    +

    Granular Serials Permissions

    If the staff member has 'serials' permissions they have the ability to perform all of these actions. If you would like to control serials permissions on a more granular level choose from these options:

    @@ -274,7 +280,7 @@ -

    Granular Tools Permissions

    +

    Granular Tools Permissions

    If the staff member has 'tools' permissions they have the ability to access and use all items under the Tools menu. If you would like to control which tools staff members have access to on a more granular level choose from these options:

    @@ -364,6 +370,11 @@
  • Stage MARC records into the reservoir (Access to the Stage MARC Records Tool)
    • +
  • upload_local_cover_images + +
  • view_system_logs -

    Granular Reports Permissions

    +

    Granular Reports Permissions

    If the staff member has 'reports' permissions they have the ability to perform all of these actions. If you would like to control reports permissions on a more granular level choose from these options:

    @@ -388,6 +399,6 @@
    • -

    See the full documentation for Patron Permissions in the manual (online).

    +

    See the full documentation for Patron Permissions in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tt index 3aa783c..94522f3 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tt @@ -5,9 +5,9 @@

    To only change the patron's password, click the 'Change Password' button

    +
  • Koha cannot display existing passwords. Leave the field blank to leave password unchanged.
    • +
  • This form can automatically generate a random password if you click the link labeled "Click to fill with a randomly generated suggestion. Passwords will be displayed as text."
    • +

    The default minimum password length is 3 characters long. To change this value, update your system preferences.

    @@ -15,7 +15,7 @@
  • Get there: More > Administration > Global System Preferences > Patrons > minPasswordLength
    • -

    See the full documentation for Editing Patrons in the manual (online).

    +

    See the full documentation for Editing Patrons in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member.tt index 4a6e75f..fff6828 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member.tt @@ -2,12 +2,40 @@

    Patron Search

    -

    Clicking on the link to the Patron module will bring you to a search/browse screen for patrons. From here you can search for a patron by entering any part of their name or barcode in the search box at the top.

    +

    From here you can search for a patron by using the search boxes at the top of the page.

    -

    If you want to search for more than just a part of a patron name or number, you can click the plus sign [+] to the right of the search box.

    +

    Clicking on the link to the Patron module will bring you to a search/browse screen for patrons. From here you can search for a patron.

    + +

    Depending on what you have chosen for the 'Search fields' you can search for patrons in various different ways.

    + + + +

    If you want to filter your results to a specific branch or category, you can click the plus sign [+] to the right of the search box.

    You can also browse through the patron records by clicking on the linked letters across the top.

    -

    See the full documentation for Patron Search in the manual (online).

    +

    See the full documentation for Patron Search in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tt index fb91651..a7ccd1b 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tt @@ -16,17 +16,24 @@ +

    Add a new Patron

    + +

    Patrons are added by going to the 'Patrons' module.

    + +

    If the system suspects this patron is a duplicate of another it will warn you.

    +

    Add a Staff Patron

    All staff members must be entered into Koha as patrons of the 'Staff' type. Follow the steps in Add a Patron to add a staff member. To give the staff member permissions to access the staff client, follow the steps in Patron Permissions

    Remember to assign your staff secure usernames and passwords since these will be used to log into the staff client.

    -

    See the full documentation for Adding Patrons in the manual (online).

    +

    See the full documentation for Adding Patrons in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tt index 765a813..34db9f5 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tt @@ -4,12 +4,40 @@

    The Patrons module stores the information you add about your patrons.

    -

    From here you can search for a patron by entering any part of their name, username, email address or barcode in the search box at the top.

    +

    From here you can search for a patron by using the search boxes at the top of the page.

    -

    If you want to search for more than just a part of a patron name, username, email address or barcode, you can click the plus sign [+] to the right of the search box.

    +

    Clicking on the link to the Patron module will bring you to a search/browse screen for patrons. From here you can search for a patron.

    + +

    Depending on what you have chosen for the 'Search fields' you can search for patrons in various different ways.

    + + + +

    If you want to filter your results to a specific branch or category, you can click the plus sign [+] to the right of the search box.

    You can also browse through the patron records by clicking on the linked letters across the top.

    -

    See the full documentation for the Patrons module in the manual (online).

    +

    See the full documentation for the Patrons module in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tt index d674919..1dc88df 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tt @@ -47,32 +47,39 @@

    Editing Patrons

    Patrons in Koha can be edited using one of many edit buttons.

    +

    Duplicate a Patron

    @@ -90,6 +97,6 @@
  • You will be brought to your new patron
    • -

    See the full documentation for the Patron Details in the manual (online).

    +

    See the full documentation for the Patron Details in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/notices.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/notices.tt index df521c4..2e5bf37 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/notices.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/notices.tt @@ -6,6 +6,6 @@

    Clicking on the message title will expand the view to show you the full text of the message that was sent.

    -

    See the full documentation for Patron Notices in the manual (online).

    +

    See the full documentation for Patron Notices in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tt index beb76e5..67b8a3a 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tt @@ -2,52 +2,61 @@

    Pay and Writeoff Fines

    -

    Each line item can be paid in full, partially paid, or written off.

    +

    Each line item can be paid in full (or written off) using the 'Pay Fines' tab.

    -

    Pay a fine in full

    + -

    See the full documentation for Paying Fines in the manual (online).

    +

    See the full documentation for Paying Fines in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/paycollect.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/paycollect.tt index beb76e5..67b8a3a 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/paycollect.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/paycollect.tt @@ -2,52 +2,61 @@

    Pay and Writeoff Fines

    -

    Each line item can be paid in full, partially paid, or written off.

    +

    Each line item can be paid in full (or written off) using the 'Pay Fines' tab.

    -

    Pay a fine in full

    + -

    See the full documentation for Paying Fines in the manual (online).

    +

    See the full documentation for Paying Fines in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tt index 1b3a114..6f44ad1 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tt @@ -4,8 +4,10 @@

    The circulation history tab will appear if you have set the intranetreadinghistory preference to allow it to appear. If you have the OPACPrivacy system preference set to 'Allow' and the patron has decided that the library cannot keep this information this tab will only show currently checked out items.

    -

    You can export today's checked in barcodes by clicking on the link above the table. It simply generates a list of barcodes.

    +

    If you would like to export a list of barcodes for the items checked in today you can find that option under the More menu on the top right of the page.

    -

    See the full documentation for Circulation History in the manual (online).

    +

    This will generate a text file with one barcode per line.

    + +

    See the full documentation for Circulation History in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] -- 1.7.2.3